iShares 3-7 Year Treasury BoIEIETF
13F holders, Q1 2025 (March 31)773holders +37
101new positions
54sold out
4famous investors
$114.51avg. 13F price*
At the end of Q1 2025, 773 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, up 37 from Q4 2024. 101 opened new positions and 54 sold out. The largest holders were JPMorgan Chase & Co. ($1.4B), Bank of America Corp. ($913.1M) and Invesco Ltd. ($755.8M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 3-7 Year Treasury Bo
- CUSIP
- 464288661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $351.6M |
| Exits | 54 | $86.0M |
All 13F filers, Q4 2024 → Q1 2025: 14,901,274 shares bought and 6,279,234 shares sold, net +8,622,040 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 773 holders
| JPMorgan Chase & Co. | 0.11% | Add +15.8% | 12,118,309 | $1.4B |
| Bank of America Corp. | 0.08% | Add +13.7% | 7,729,334 | $913.1M |
| Invesco Ltd. | 0.14% | No change | 6,397,900 | $755.8M |
| Financial Engines Advisors L.L.C. | 1.04% | Reduce -1.6% | 4,101,526 | $484.5M |
| Envestnet Asset Management Inc. | 0.14% | Add +1.7% | 3,747,747 | $442.7M |
| Captrust Financial Advisors | 1.04% | Add +8.5% | 3,508,588 | $414.5M |
| Morgan Stanley | 0.03% | Add +15.2% | 3,165,128 | $373.9M |
| Ameriprise Financial Inc. | 0.08% | Add +12.0% | 2,451,577 | $289.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.93% | Add +26.0% | 2,421,167 | $286.0M |
| Cerity Partners LLC | 0.57% | Add +5.5% | 2,329,857 | $275.2M |
| Assetmark, Inc. | 0.75% | Add +6.9% | 2,296,181 | $271.3M |
| Truist Financial Corp. | 0.42% | Reduce -1.5% | 2,219,734 | $262.2M |
| Wells Fargo & Company | 0.06% | Add +12.5% | 2,076,682 | $245.3M |
| LPL Financial LLC | 0.09% | Add +8.3% | 1,893,539 | $223.7M |
| National Bank of Canada | 0.26% | Add +56.2% | 1,892,895 | $223.6M |
| Janney Montgomery Scott LLC | 0.61% | Reduce -1.9% | 1,811,665 | $214.0M |
| UBS Group AG | 0.04% | Reduce -1.8% | 1,705,543 | $201.5M |
| Creative Planning | 0.17% | Reduce -6.3% | 1,543,663 | $182.4M |
| Stifel Financial Corp. | 0.19% | Add +2.6% | 1,534,468 | $181.3M |
| Wit, LLC | 4.78% | Add +173.3% | 4,802,548 | $167.8M |
| Raymond James Financial Inc. | 0.06% | Reduce -3.4% | 1,383,192 | $163.4M |
| WestEnd Advisors, LLC | 3.57% | Reduce -1.3% | 1,138,427 | $134.5M |
| FMR LLC | 0.01% | Reduce -63.0% | 1,111,527 | $131.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.2% | 1,061,970 | $125.5M |
| Tanglewood Wealth Management, Inc. | 14.10% | Reduce -27.1% | 1,060,696 | $125.3M |
| Royal Bank of Canada | 0.03% | Add +5.2% | 1,034,663 | $122.2M |
| Focus Partners Wealth | 0.22% | Add +10.1% | 739,206 | $87.3M |
| Facet Wealth, Inc. | 2.16% | Add +6.0% | 706,949 | $83.4M |
| Strategic Point Investment Advisors, LLC | 11.43% | Reduce -0.6% | 580,975 | $68.6M |
| Clarity Financial LLC | 7.81% | Add +3.5% | 574,691 | $67.9M |
| PNC Financial Services Group, Inc. | 0.03% | Add +4.2% | 563,295 | $66.5M |
| Bluespring Wealth Management, LLC | 6.74% | Add +3.7% | 559,914 | $66.1M |
| Johnson Financial Group, Inc. | 3.23% | Reduce -7.7% | 559,260 | $66.1M |
| BlackRock, Inc. | 0.00% | Reduce -23.2% | 555,979 | $65.7M |
| Cetera Investment Advisers | 0.12% | Add +44.3% | 545,228 | $64.4M |
| Evergreen Capital Management LLC | 2.12% | Add +8.9% | 535,161 | $63.2M |
| NorthCoast Asset Management LLC | 0.28% | Add +30.4% | 473,839 | $56.0M |
| Mariner, LLC | 0.09% | Reduce -18.9% | 472,558 | $55.8M |
| Waverly Advisors, LLC | 0.68% | Add +182.5% | 469,774 | $55.5M |
| CSM Advisors, LLC | 2.93% | No change | 453,400 | $53.6M |
| Curi Capital, LLC | 1.32% | Add +46.8% | 452,838 | $53.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.80% | Add +4.5% | 442,124 | $52.2M |
| Victory Capital Management Inc. | 0.05% | Reduce -0.1% | 437,741 | $51.7M |
| Armstrong Advisory Group, Inc. | 3.60% | No change | 390,284 | $45.1M |
| Keybank National Association | 0.18% | Reduce -4.3% | 381,733 | $45.1M |
| TD Private Client Wealth LLC | 1.19% | Reduce -2.4% | 364,598 | $43.1M |
| Capula Management Ltd | 0.30% | New | 340,510 | $40.2M |
| DDFG, Inc | 10.89% | Reduce -3.5% | 332,532 | $39.3M |
| Bank of New York Mellon Corp | 0.01% | Add +54.1% | 318,560 | $37.6M |
| Franklin Resources Inc. | 0.01% | Add +8.2% | 301,596 | $35.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +9.2% | 298,088 | $35.2M |
| SkyView Investment Advisors, LLC | 5.27% | Add +12.3% | 296,724 | $35.1M |
| OneDigital Investment Advisors LLC | 0.40% | Add +1.9% | 286,924 | $33.9M |
| Dynasty Wealth Management, LLC | 0.54% | New | 272,960 | $32.2M |
| Capitolis Liquid Global Markets LLC | 0.28% | New | 265,900 | $31.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +107.0% | 261,940 | $30.9M |
| Osaic Holdings, Inc. | 0.07% | Add +19.5% | 255,939 | $30.2M |
| Cabot Wealth Management Inc. | 3.78% | Add +120.1% | 251,278 | $29.7M |
| Sagespring Wealth Partners, LLC | 0.72% | New | 242,067 | $28.6M |
| Lido Advisors, LLC | 0.17% | Reduce -25.8% | 237,521 | $28.1M |
| Klaas Financial Asset Advisors, LLC | 4.82% | Add +1.4% | 236,827 | $28.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.28% | Add +29.9% | 232,879 | $27.6M |
| Clearstead Advisors, LLC | 0.43% | Add +325.6% | 231,983 | $27.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -1.2% | 230,265 | $27.2M |
| Willis Johnson & Associates, Inc. | 2.03% | Add +2.8% | 227,247 | $26.8M |
| Banco Santander, S.A. | 0.29% | Add +1.6% | 223,929 | $26.5M |
| HighTower Advisors, LLC | 0.04% | Reduce -6.8% | 223,311 | $26.4M |
| Atlas Merchant Capital LLC | 68.04% | No change | 222,222 | $26.3M |
| New Harbor Financial Group, LLC | 6.62% | New | 210,656 | $24.9M |
| US Bancorp \de | 0.03% | Reduce -10.1% | 210,210 | $24.8M |
| MBL Wealth, LLC | 2.49% | Add +1.8% | 208,387 | $24.6M |
| Anchor Capital Advisors LLC | 0.73% | Add +0.3% | 206,849 | $24.4M |
| Hilton Capital Management, LLC | 2.06% | Add +58.0% | 204,751 | $24.2M |
| Rwa Wealth Partners, LLC | 0.29% | Reduce -34.6% | 195,684 | $23.1M |
| Hoese & Co LLP | 19.35% | Reduce -0.7% | 188,909 | $22.3M |
| Leavell Investment Management, Inc. | 1.06% | Add +4.1% | 181,021 | $21.4M |
| Orion Porfolio Solutions, LLC | 0.21% | Add +8.0% | 177,791 | $21.0M |
| Orion Portfolio Solutions, LLC | 0.21% | Add +8.0% | 177,791 | $21.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.39% | New | 175,865 | $20.8M |
| Checchi Capital Advisers, LLC | 1.46% | Add +136.8% | 174,832 | $20.7M |
| MML Investors Services, LLC | 0.07% | Reduce -13.0% | 172,909 | $20.4M |
| AE Wealth Management LLC | 0.17% | Add +10.2% | 169,771 | $20.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -6.0% | 169,527 | $20.0M |
| Beacon Bank & Trust | 4.76% | Add +1.8% | 165,514 | $19.6M |
| AmeriServ Wealth Advisors | 11.19% | Reduce -3.4% | 163,884 | $19.4M |
| Allianz Asset Management GmbH | 0.03% | Add +18.1% | 154,200 | $18.2M |
| Gunma Bank,Ltd. | 5.71% | No change | 150,000 | $17.7M |
| J. Goldman & Co LP | 0.62% | Add +115.3% | 147,360 | $17.4M |
| Capital Investment Services of America, Inc. | 1.73% | Reduce -0.9% | 144,517 | $17.1M |
| Madison Asset Management, LLC | 0.19% | Reduce -40.1% | 143,739 | $17.0M |
| Watchman Group, Inc. | 4.75% | New | 143,492 | $17.0M |
| 1832 Asset Management L.P. | 0.03% | Reduce -2.4% | 141,181 | $16.7M |
| Haverford Trust Co | 0.17% | Add +1.7% | 139,405 | $16.5M |
| O'shaughnessy Asset Management, LLC | 0.13% | Reduce -0.2% | 138,567 | $16.4M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -0.5% | 138,090 | $16.3M |
| CFS Investment Advisory Services, LLC | 1.44% | Add +2.2% | 136,867 | $16.2M |
| Mirabaud & Cie SA | 5.32% | Add +11.8% | 131,926 | $15.6M |
| Canal Capital Management, LLC | 2.58% | Add +10.6% | 130,695 | $15.4M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +1396.7% | 126,654 | $15.0M |
| Bank of Montreal | 0.01% | Add +1.3% | 124,940 | $14.8M |
| Columbia Bank | 5.00% | Add +15.6% | 122,307 | $14.4M |
| Jmac Enterprises LLC | 3.41% | Reduce -3.8% | 121,641 | $14.4M |
| ETF Portfolio Partners, Inc. | 4.31% | New | 121,271 | $14.3M |
| Thrivent Financial for Lutherans | 0.03% | No change | 123,295 | $14.3M |
| Pinnacle Financial Partners Inc | 0.29% | Add +69.6% | 120,720 | $14.3M |
| Benjamin Edwards Inc. | 0.20% | Add +10.9% | 119,115 | $14.1M |
| NewEdge Advisors, LLC | 0.08% | Add +14.8% | 117,876 | $13.9M |
| Synovus Financial Corp. | 0.18% | Reduce -68.7% | 115,969 | $13.7M |
| Bond & Devick Financial Network, Inc. | 4.92% | Reduce -2.5% | 114,842 | $13.6M |
| Citizens Financial Group Inc. | 0.26% | Add +5374.6% | 113,269 | $13.4M |
| M&T Bank Corp | 0.05% | Add +8.3% | 112,678 | $13.3M |
| Woodmont Investment Counsel LLC | 0.95% | Add +1.4% | 110,908 | $13.1M |
| Gould Capital, LLC | 8.81% | Add +3.9% | 106,747 | $12.6M |
| First American Trust, FSB | 1.15% | Add +4.2% | 106,056 | $12.5M |
| Pictet Asset Management Holding SA | 0.01% | Add +8.9% | 105,000 | $12.4M |
| Eley Financial Management, Inc | 4.94% | Add +0.2% | 104,497 | $12.3M |
| Rehmann Capital Advisory Group | 0.77% | Add +14.5% | 103,750 | $12.3M |
| Austin Wealth Management, LLC | 2.43% | Add +3.2% | 102,590 | $12.1M |
| Vectors Research Management, LLC | 4.22% | Add +144.6% | 102,259 | $12.1M |
| Baird Financial Group, Inc. | 0.02% | Add +5.5% | 101,451 | $12.0M |
| Susquehanna International Group, LLP | 0.02% | New | 100,838 | $11.9M |
| Focus Partners Advisor Solutions, LLC | 0.18% | Reduce -0.7% | 100,551 | $11.9M |
| Millennium Management | 0.01% | Reduce -21.0% | 98,332 | $11.6M |
| Northern Trust Corp. | 0.00% | Reduce -45.6% | 98,226 | $11.6M |
| Boltwood Capital Management | 3.44% | Reduce -1.8% | 95,868 | $11.3M |
| Rinkey Investments | 3.56% | Add +0.0% | 95,148 | $11.2M |
| Independence Financial Advisors, LLC | 4.22% | — | 93,907 | $11.1M |
| Private Advisor Group, LLC | 0.07% | Reduce -20.5% | 93,719 | $11.1M |
| Courier Capital LLC | 0.69% | Add +151.1% | 89,489 | $10.6M |
| Wooster Corthell Wealth Management, Inc. | 2.16% | Reduce -2.1% | 89,423 | $10.6M |
| &partners | 0.11% | Add +8.7% | 88,652 | $10.5M |
| Nisa Investment Advisors, LLC | 0.05% | New | 87,500 | $10.3M |
| Wealthcare Capital Management LLC | 1.03% | Reduce -0.4% | 86,264 | $10.2M |
| Reyes Financial Architecture, Inc. | 7.41% | New | 85,238 | $10.1M |
| Citigroup Inc. | 0.01% | Add +80.7% | 81,314 | $9.6M |
| Avantax Advisory Services, Inc. | 0.06% | Add +1.1% | 81,289 | $9.6M |
| Paulson Wealth Management Inc. | 2.67% | Add +3.7% | 80,158 | $9.5M |
| MAI Capital Management | 0.07% | Reduce -2.9% | 80,136 | $9.5M |
| Trilogy Capital Inc. | 0.48% | Reduce -63.9% | 77,845 | $9.2M |
| Keel Point, LLC | 0.71% | Reduce -1.0% | 77,624 | $9.2M |
| Citadel Advisors | 0.01% | Reduce -44.2% | 76,827 | $9.1M |
| First Financial Bank - Trust Division | 0.87% | Reduce -3.5% | 76,046 | $9.0M |
| CFO4Life Group, LLC | 1.51% | Reduce -53.1% | 75,699 | $8.9M |
| Corebridge Financial, Inc. | 0.05% | No change | 75,200 | $8.9M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +39.1% | 74,605 | $8.8M |
| Ridgepath Capital Management LLC | 4.17% | New | 73,337 | $8.7M |
| Atria Investments, Inc | 0.11% | Add +13.7% | 72,350 | $8.5M |
| Cwm, LLC | 0.03% | Reduce -5.0% | 72,282 | $8.5M |
| Coldstream Capital Management Inc. | 0.18% | New | 71,368 | $8.4M |
| HM Payson & Co. | 0.15% | No change | 70,908 | $8.4M |
| Wrapmanager Inc. | 2.14% | Add +17.2% | 69,013 | $8.2M |
| MBM Wealth Consultants, LLC | 2.41% | Add +6.7% | 68,958 | $8.1M |
| Vertex Planning Partners, LLC | 1.76% | Add +6.3% | 68,282 | $8.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +4.5% | 67,221 | $7.9M |
| Premier Path Wealth Partners, LLC | 1.22% | Add +8.2% | 66,434 | $7.8M |
| Proffitt & Goodson Inc. | 1.25% | Add +4.1% | 64,538 | $7.6M |
| United Capital Financial Advisors, LLC | 0.07% | Add +6.7% | 64,511 | $7.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +16.0% | 63,351 | $7.5M |
| DAVENPORT & Co LLC | 0.04% | Add +0.9% | 63,042 | $7.4M |
| James Investment Research, Inc. | 0.93% | Add +0.7% | 61,714 | $7.3M |
| Blueprint Investment Partners LLC | 1.33% | Add +152.8% | 61,447 | $7.3M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.47% | Add +48.5% | 61,200 | $7.2M |
| Sollinda Capital Management LLC | 1.97% | Reduce -2.5% | 59,988 | $7.1M |
| US Financial Advisors, LLC | 2.06% | Add +4.6% | 59,139 | $7.0M |
| Everstar Asset Management, LLC | 4.60% | Add +5.6% | 58,784 | $6.9M |
| Midwest Professional Planners, LTD. | 2.16% | Add +16.1% | 58,765 | $6.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | No change | 58,091 | $6.9M |
| Mount Lucas Management LP | 3.23% | Reduce -26.7% | 58,089 | $6.9M |
| Prospera Financial Services Inc | 0.16% | Add +11.6% | 57,120 | $6.7M |
| Financial Management Network Inc. | 1.51% | Add +3.9% | 56,722 | $6.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -63.6% | 55,622 | $6.6M |
| Stratos Wealth Advisors, LLC | 0.36% | Reduce -1.5% | 55,214 | $6.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +43.4% | 55,156 | $6.5M |
| Latko Wealth Management, Ltd. | 4.21% | Add +0.7% | 54,998 | $6.5M |
| Axxcess Wealth Management, LLC | 0.18% | Add +33.2% | 54,571 | $6.4M |
| Renaissance Technologies | 0.01% | New | 53,900 | $6.4M |
| MFA Wealth Services | 5.12% | Add +13.8% | 52,710 | $6.2M |
| Harbour Investments, Inc. | 0.18% | Reduce -3.5% | 52,345 | $6.2M |
| Strategic Blueprint, LLC | 0.33% | New | 51,278 | $6.1M |
| Foundry Financial Group, Inc. | 3.71% | Add +2.5% | 51,000 | $6.0M |
| Proathlete Wealth Management LLC | 2.17% | Add +7.9% | 50,452 | $6.0M |
| Fifth Third Securities, Inc. | 0.50% | Add +18.8% | 50,260 | $5.9M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +0.2% | 49,903 | $5.9M |
| Comerica Bank | 0.02% | Add +29.8% | 49,315 | $5.8M |
| Tennessee Valley Asset Management Partners | 0.93% | Reduce -1.3% | 48,475 | $5.7M |
| D.A. Davidson & Co. | 0.05% | Add +8.0% | 48,373 | $5.7M |
| MAS Advisors LLC | 8.64% | Add +31.5% | 47,559 | $5.6M |
| Darwin Wealth Management, LLC | 1.88% | No change | 48,429 | $5.6M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +609.0% | 47,328 | $5.6M |
| Great Diamond Partners, LLC | 1.53% | Add +11.6% | 47,273 | $5.6M |
| Confluence Investment Management LLC | 0.08% | Add +1.9% | 47,213 | $5.6M |
| AMG National Trust Bank | 0.15% | Add +2.6% | 46,783 | $5.5M |
| Tru Independence Asset Management 2, LLC | 4.07% | Add +127.1% | 46,038 | $5.4M |
| Corient Private Wealth LP | 0.01% | Add +3.4% | 46,028 | $5.4M |
| RKL Wealth Management LLC | 0.51% | Reduce -28.4% | 45,939 | $5.4M |
| Nations Financial Group Inc, /Ia/ | 0.41% | Reduce -30.1% | 45,664 | $5.4M |
| Ritholtz Wealth Management | 0.16% | Add +9.7% | 45,092 | $5.3M |
| Camden National Bank | 0.78% | Add +7.6% | 44,509 | $5.3M |
| Diversify Advisory Services, LLC | 0.32% | Reduce -2.5% | 43,050 | $5.1M |
| Transcend Capital Advisors, LLC | 0.37% | Add +2.1% | 43,376 | $5.1M |
| Lake Hills Wealth Management, LLC | 3.53% | Reduce -9.5% | 43,273 | $5.1M |
| Advisory Services Network, LLC | 0.10% | Add +14.0% | 42,907 | $5.1M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -13.4% | 42,745 | $5.0M |
| Values First Advisors, Inc. | 2.94% | Add +0.7% | 42,695 | $5.0M |
| Dynamic Advisor Solutions LLC | 0.17% | Reduce -0.2% | 42,517 | $5.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -15.3% | 42,471 | $5.0M |
| Dock Street Asset Management Inc. | 0.59% | Reduce -8.5% | 42,031 | $5.0M |
| Arvest Investments, Inc. | 0.77% | Add +1.6% | 41,416 | $4.9M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -19.0% | 40,717 | $4.8M |
| Christensen, King & Associates Investment Services, Inc. | 2.27% | Add +6.9% | 40,757 | $4.8M |
| Y.D. More Investments Ltd | 0.42% | Reduce -65.6% | 40,293 | $4.8M |
| CreativeOne Wealth, LLC | 0.14% | Reduce -3.4% | 40,262 | $4.8M |
| Worth Asset Management, LLC | 2.59% | New | 40,134 | $4.7M |
| Prudential PLC | 0.02% | Reduce -30.0% | 39,981 | $4.7M |
| Pinnacle Associates Ltd. | 0.07% | Add +6.4% | 39,910 | $4.7M |
| Opus Capital Group, LLC | 0.60% | Reduce -17.2% | 39,175 | $4.6M |
| GenTrust, LLC | 0.22% | Reduce -5.2% | 38,577 | $4.6M |
| JPL Wealth Management, LLC | 1.30% | Add +7.7% | 38,456 | $4.5M |
| Barclays PLC | 0.00% | New | 38,000 | $4.5M |
| Farther Finance Advisors, LLC | 0.11% | Add +2860.6% | 37,895 | $4.5M |
| Friedenthal Financial | 2.64% | New | 37,451 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +70.2% | 37,257 | $4.4M |
| CPR Investments Inc. | 3.87% | New | 36,932 | $4.4M |
| Sequent Planning LLC | 1.56% | Add +14.7% | 36,740 | $4.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.08% | Add +7.2% | 36,031 | $4.3M |
| Blue Fin Capital, Inc. | 0.82% | Add +2.5% | 35,990 | $4.3M |
| IHT Wealth Management, LLC | 0.13% | Reduce -16.0% | 35,779 | $4.2M |
| Paragon Capital Management Ltd | 0.86% | Reduce -8.5% | 35,274 | $4.2M |
| Community Trust & Investment Co. | 0.27% | Add +1.1% | 35,238 | $4.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.39% | Add +7.4% | 35,210 | $4.2M |
| NorthCrest Asset Manangement, LLC | 0.12% | Reduce -11.4% | 34,854 | $4.1M |
| Lauer Wealth, LLC | 3.14% | New | 34,140 | $4.1M |
| 4J Wealth Management LLC | 3.21% | Add +7.6% | 34,414 | $4.1M |
| Center For Asset Management LLC | 2.43% | Add +19.1% | 33,692 | $4.0M |
| Heck Capital Advisors, LLC | 0.45% | Reduce -22.8% | 33,584 | $4.0M |
| Newport Capital Group, LLC | 2.85% | Reduce -5.8% | 33,557 | $4.0M |
| EFG Asset Management (Americas) Corp. | 0.79% | Reduce -9.3% | 32,976 | $3.9M |
| Royal Harbor Partners, LLC | 1.48% | New | 32,343 | $3.8M |
| Longview Financial Advisors LLC | 2.50% | Add +4.1% | 32,068 | $3.8M |
| Sowell Financial Services LLC | 0.17% | Add +3.8% | 31,137 | $3.7M |
| Ascent Group, LLC | 0.16% | Add +12.7% | 30,989 | $3.7M |
| TPG Financial Advisors, LLC | 1.60% | Reduce -34.6% | 30,585 | $3.6M |
| Robertson Stephens Wealth Management, LLC | 0.14% | New | 30,560 | $3.6M |
| IFP Advisors, Inc | 0.11% | Add +6.8% | 30,358 | $3.6M |
| Turim 21 Investimentos Ltda. | 0.95% | New | 29,960 | $3.5M |
| Acropolis Investment Management, LLC | 0.21% | Reduce -5.6% | 29,852 | $3.5M |
| Magnus Financial Group LLC | 0.34% | Add +17.7% | 29,589 | $3.5M |
| Sykon Capital LLC | 1.32% | New | 29,519 | $3.5M |
| Edge Wealth Management LLC | 0.70% | Add +18.0% | 29,354 | $3.5M |
| William Howard & Co Financial Advisors Inc | 3.22% | Reduce -0.3% | 29,113 | $3.4M |
| Becker Capital Management Inc. | 0.11% | Add +6.7% | 28,958 | $3.4M |
| World Investment Advisors | 0.09% | Add +131.4% | 28,709 | $3.4M |
| Trajan Wealth LLC | 0.18% | Add +5.3% | 28,144 | $3.3M |
| Centennial Wealth Advisory LLC | 1.20% | Add +5.9% | 27,923 | $3.3M |
| Old Mission Capital LLC | 0.06% | New | 27,900 | $3.3M |
| Townsquare Capital LLC | 0.04% | Add +322.1% | 27,826 | $3.3M |
| Spartan Planning & Wealth Management | 3.10% | New | 27,036 | $3.2M |
| Bright Futures Wealth Management, LLC. | 3.53% | Reduce -10.7% | 26,990 | $3.2M |
| Cascade Financial Partners, LLC | 0.40% | Add +32.6% | 26,887 | $3.2M |
| Main Street Financial Solutions, LLC | 0.27% | Add +10.0% | 26,199 | $3.1M |
| D L Carlson Investment Group Inc. | 0.59% | Reduce -4.9% | 25,993 | $3.1M |
| One Day In July LLC | 0.30% | Reduce -27.7% | 25,391 | $3.0M |
| Fortune Financial Advisors, LLC | 2.58% | Reduce -0.2% | 25,332 | $3.0M |
| PFG Advisors | 0.17% | Add +5.5% | 25,025 | $3.0M |
| Partners Capital Investment Group, LLP | 0.05% | Add +101.1% | 24,850 | $2.9M |
| Cascades Capital Asset Management, LLC | 1.62% | Add +20.4% | 24,828 | $2.9M |
| Regions Financial Corp. | 0.02% | Reduce -1.2% | 24,752 | $2.9M |
| ETF Store, Inc. | 3.57% | Reduce -5.9% | 24,641 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +18.1% | 24,568 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +3.4% | 23,839 | $2.8M |
| Capital Investment Advisory Services, LLC | 0.25% | Add +7.3% | 23,504 | $2.8M |
| Heritage Oak Wealth Advisors LLC | 1.21% | New | 23,157 | $2.7M |
| Fiduciary Trust Co | 0.04% | Add +0.4% | 22,992 | $2.7M |
| Kingsview Wealth Management, LLC | 0.05% | Add +67.8% | 22,986 | $2.7M |
| Aerodigm Wealth, LLC | 1.50% | Add +0.3% | 22,805 | $2.7M |
| Fifth Third Bancorp | 0.01% | Reduce -5.8% | 22,783 | $2.7M |
| Crabel Capital Management, LLC | 2.90% | Add +555.7% | 22,715 | $2.7M |
| Traphagen Investment Advisors LLC | 0.28% | Reduce -16.3% | 22,663 | $2.7M |
| Balefire, LLC | 0.91% | Add +1619.9% | 22,462 | $2.7M |
| Robinson Value Management, Ltd. | 1.70% | Reduce -1.4% | 22,345 | $2.6M |
| Maridea Wealth Management LLC | 0.85% | Add +317.8% | 22,062 | $2.6M |
| Independent Financial Group, LLC | 0.09% | Add +12.9% | 21,688 | $2.6M |
| Geneos Wealth Management Inc. | 0.09% | Add +7.7% | 21,527 | $2.5M |
| Capital Investment Counsel, LLC | 0.42% | Add +4.5% | 21,498 | $2.5M |
| Concord Wealth Partners | 0.42% | Add +1516.5% | 21,467 | $2.5M |
| Mgo One Seven LLC | 0.10% | Reduce -44.3% | 20,927 | $2.5M |
| Vernal Point Advisors, LLC | 1.62% | No change | 20,710 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.18% | Reduce -79.3% | 20,701 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +47.7% | 20,586 | $2.4M |
| Burke & Herbert Bank & Trust Co. | 0.58% | No change | 20,551 | $2.4M |
| HSBC Holdings PLC | 0.00% | Reduce -75.4% | 20,200 | $2.4M |
| Black Maple Capital Management LP | 1.86% | New | 20,000 | $2.4M |
| Global Endowment Management, LP | 0.31% | Reduce -66.1% | 20,000 | $2.4M |
| Compound Planning, Inc. | 0.11% | Add +31.8% | 19,729 | $2.3M |
| Conning Inc. | 0.08% | New | 19,236 | $2.3M |
| Aptus Capital Advisors, LLC | 0.03% | Add +84.5% | 18,718 | $2.2M |
| Legacy Private Trust Co. | 0.15% | Add +7.0% | 18,605 | $2.2M |
| Stephens Inc. | 0.03% | Reduce -5.9% | 18,574 | $2.2M |
| Hilltop Holdings Inc. | 0.14% | Add +12.8% | 18,349 | $2.2M |
| Resonant Capital Advisors, LLC | 0.15% | Add +0.3% | 18,279 | $2.2M |
| Maltin Wealth Management, Inc. | 1.01% | New | 18,124 | $2.1M |
| Chesley Taft & Associates LLC | 0.10% | Add +3.9% | 18,020 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.8% | 17,971 | $2.1M |
| Strategic Investment Advisors / MI | 0.22% | Add +3.0% | 17,961 | $2.1M |
| Whittier Trust Co. | 0.03% | Reduce -0.9% | 17,890 | $2.1M |
| Riggs Asset Managment Co. Inc. | 0.60% | Reduce -5.0% | 17,821 | $2.1M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Add +3.4% | 17,510 | $2.1M |
| Bulltick Wealth Management, LLC | 0.55% | Add +3.7% | 17,495 | $2.1M |
| Regatta Capital Group, LLC | 0.40% | Add +2.3% | 17,459 | $2.1M |
| Shelton Wealth Management, LLC | 1.18% | Reduce -51.2% | 17,439 | $2.1M |
| 1 North Wealth Services LLC | 0.95% | Add +1.1% | 17,427 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -69.8% | 17,358 | $2.1M |
| Entrewealth, LLC | 1.53% | Add +7.0% | 16,854 | $2.0M |
| SevenBridge Financial Group, LLC | 0.39% | Reduce -25.1% | 16,983 | $2.0M |
| Atwood & Palmer Inc. | 0.14% | Add +10.2% | 16,830 | $2.0M |
| Studio Investment Management LLC | 0.41% | Reduce -68.2% | 16,690 | $2.0M |
| Bryn Mawr Trust Advisors, LLC | 0.12% | Reduce -13.2% | 16,604 | $2.0M |
| Silverleafe Capital Partners, LLC | 0.67% | Add +4.5% | 16,546 | $2.0M |
| Visionary Wealth Advisors | 0.12% | Add +1.3% | 16,527 | $2.0M |
| Money Concepts Capital Corp. | 0.14% | Add +8.5% | 16,379 | $1.9M |
| Spire Wealth Management | 0.06% | Reduce -1.9% | 16,338 | $1.9M |
| Twele Capital Management, Inc. | 0.41% | Add +1.3% | 16,330 | $1.9M |
| Merit Financial Group, LLC | 0.03% | Reduce -13.7% | 16,171 | $1.9M |
| Blueprint Financial Advisors LLC | 1.02% | — | 15,956 | $1.9M |
| Aua Capital Management, LLC | 1.22% | No change | 15,831 | $1.9M |
| Unique Wealth, LLC | 0.34% | New | 15,097 | $1.8M |
| Sfmg, LLC | 0.14% | Reduce -30.8% | 15,019 | $1.8M |
| Verger Capital Management LLC | 0.78% | Add +0.5% | 14,930 | $1.8M |
| Whalen Wealth Management Inc. | 1.17% | Add +74.3% | 14,902 | $1.8M |
| TFB Advisors LLC | 0.50% | Reduce -3.3% | 14,831 | $1.8M |
| Meridian Wealth Management, LLC | 0.08% | Reduce -23.4% | 14,658 | $1.7M |
| AlTi Global, Inc. | 0.05% | No change | 14,572 | $1.7M |
| Eagle Strategies LLC | 0.28% | Add +309.9% | 13,597 | $1.6M |
| Endowment Wealth Management, Inc. | 1.02% | Add +25.6% | 13,476 | $1.6M |
| E&G Advisors, LLC | 0.45% | No change | 13,437 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.15% | Reduce -0.4% | 13,435 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -9.8% | 13,321 | $1.6M |
| Warner Financial, Inc. | 0.69% | Add +8.7% | 13,137 | $1.6M |
| Simplex Trading, LLC | 0.05% | Add +13.0% | 12,958 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.10% | New | 12,723 | $1.5M |
| Brookstone Capital Management | 0.02% | Add +15.3% | 12,673 | $1.5M |
| Bingham Private Wealth, LLC | 1.51% | Reduce -0.3% | 12,381 | $1.5M |
| Twin Focus Capital Partners, LLC | 0.23% | Add +77.7% | 12,342 | $1.5M |
| Wealth Advisory Solutions, LLC | 0.38% | New | 12,266 | $1.4M |
| Advisor Resource Council | 0.12% | New | 12,323 | $1.4M |
| Ascentis Independent Advisors | 0.28% | Add +593.6% | 12,179 | $1.4M |
| Nwam LLC | 0.12% | Reduce -3.8% | 12,065 | $1.4M |
| Commerce Bank | 0.01% | Add +17.2% | 12,060 | $1.4M |
| Jacobi Capital Management LLC | 0.10% | Add +15.3% | 11,812 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Reduce -4.5% | 11,579 | $1.4M |
| Kelly Financial Group LLC | 0.43% | Reduce -25.8% | 11,533 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Add +28.9% | 11,527 | $1.4M |
| Optima Capital LLC | 0.85% | New | 11,290 | $1.3M |
| FLP Wealth Management, LLC | 4.22% | Add +0.2% | 11,238 | $1.3M |
| Apella Capital, LLC | 0.05% | Reduce -4.4% | 11,264 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +7.6% | 11,177 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +20.2% | 11,017 | $1.3M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -70.1% | 10,753 | $1.3M |
| Jump Financial, LLC | 0.02% | Reduce -38.4% | 10,692 | $1.3M |
| Bangor Savings Bank | 0.12% | Reduce -10.2% | 10,617 | $1.3M |
| Tranquilli Financial Advisor LLC | 0.79% | Add +93.3% | 10,611 | $1.3M |
| Cary Street Partners Financial LLC | 0.04% | Add +31.9% | 10,596 | $1.3M |
| Cannon Advisors, Inc. | 1.14% | Add +3.4% | 10,495 | $1.2M |
| CW Advisors, LLC | 0.01% | Reduce -4.1% | 10,382 | $1.2M |
| Royal Fund Management, LLC | 0.15% | Add +69.5% | 10,308 | $1.2M |
| Oarsman Capital, Inc. | 0.22% | Reduce -48.3% | 10,214 | $1.2M |
| Algorithmic Investment Models, LLC | 0.89% | New | 10,187 | $1.2M |
| HCR Wealth Advisors | 0.16% | Reduce -16.0% | 10,114 | $1.2M |
| Natixis Advisors, LLC | 0.00% | New | 10,081 | $1.2M |
| J. W. Coons Advisors, LLC | 0.31% | Reduce -4.3% | 9,920 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Reduce -3.6% | 9,608 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -70.8% | 9,587 | $1.1M |
| Parker Financial LLC | 0.53% | Reduce -22.3% | 9,293 | $1.1M |
| CogentBlue Wealth Advisors, LLC | 0.95% | Reduce -1.1% | 9,188 | $1.1M |
| Motiv8 Investments LLC | 0.71% | Reduce -13.4% | 9,055 | $1.1M |
| Horan Securities, Inc. | 0.40% | Add +4.8% | 8,963 | $1.1M |
| Bison Wealth, LLC | 0.10% | New | 8,787 | $1.0M |
| BNP Paribas | 0.04% | Add +50.2% | 8,876 | $1.0M |
| GenWealth Group, Inc. | 0.23% | Reduce -5.3% | 8,704 | $1.0M |
| PKS Advisory Services, LLC | 0.28% | Add +399.7% | 8,694 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -72.7% | 8,645 | $1.0M |
| Montecito Bank & Trust | 0.18% | Reduce -18.8% | 8,575 | $1.0M |
| LaSalle St. Investment Advisors, LLC | 0.24% | New | 8,470 | $1.0M |
| Betterment LLC | 0.00% | Add +2.6% | 8,465 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Add +2.9% | 8,428 | $996K |
| Level Four Advisory Services, LLC | 0.04% | New | 8,393 | $992K |
| Columbus Macro, LLC | 0.13% | Add +3.2% | 8,379 | $990K |
| Hudson Portfolio Management LLC | 0.95% | Reduce -14.7% | 8,356 | $987K |
| Bokf, NA | 0.02% | Reduce -1.1% | 8,276 | $978K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -23.7% | 8,221 | $971K |
| Stonehaven Wealth & Tax Solutions, LLC | 1.02% | Add +63.2% | 8,174 | $966K |
| Snowden Capital Advisors LLC | 0.03% | Add +30.2% | 8,102 | $957K |
| Arkadios Wealth Advisors | 0.04% | Add +158.9% | 7,966 | $941K |
| Silvia McColl Wealth Management, LLC | 0.71% | Add +2.5% | 7,897 | $933K |
| Blalock Williams, LLC | 1.04% | Reduce -10.2% | 7,890 | $932K |
| Ogorek Anthony Joseph /NY/ | 0.30% | Reduce -47.9% | 7,835 | $925K |
| Elevated Capital Advisors, LLC | 0.26% | Reduce -5.8% | 7,795 | $921K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +19.3% | 7,783 | $918K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -1.7% | 7,670 | $906K |
| Summit Wealth Partners, LLC | 0.18% | Reduce -1.2% | 7,652 | $904K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -47.7% | 7,637 | $902K |
| Country Club Bank | 0.06% | Add +4.9% | 7,621 | $899K |
| IFG Advisory, LLC | 0.05% | Add +0.4% | 7,611 | $899K |
| Regal Investment Advisors LLC | 0.07% | Reduce -9.9% | 7,610 | $899K |
| Optivise Advisory Services LLC | 0.50% | No change | 7,603 | $898K |
| F/m Investments LLC | 0.04% | Reduce -0.4% | 7,596 | $897K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -5.8% | 7,571 | $894K |
| Phil A. Younker & Associates, Ltd. | 0.87% | No change | 7,500 | $886K |
| International Private Wealth Advisors LLC | 0.85% | Add +5.6% | 7,495 | $885K |
| Swmg, LLC | 0.35% | Add +278.6% | 7,429 | $880K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +1.2% | 7,388 | $873K |
| Upper Left Wealth Management, LLC | 0.62% | Reduce -2.3% | 7,373 | $871K |
| ORG Partners LLC | 0.22% | Reduce -1.4% | 7,380 | $871K |
| MorganRosel Wealth Management, LLC | 0.26% | Add +6.8% | 7,358 | $869K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +18.5% | 7,286 | $861K |
| IMA Advisory Services, Inc. | 0.10% | Add +2.4% | 7,255 | $857K |
| ABLE Financial Group, LLC | 0.24% | Reduce -0.0% | 7,233 | $854K |
| Simplicity Wealth,LLC | 0.07% | New | 7,103 | $839K |
| Timber Creek Capital Management LLC | 0.22% | Add +0.2% | 7,096 | $838K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -20.9% | 7,088 | $836K |
| Peoples Bank | 0.55% | Reduce -14.5% | 7,069 | $835K |
| Wealthspire Advisors, LLC | 0.01% | No change | 7,046 | $832K |
| Faithward Advisors, LLC | 0.14% | Reduce -5.3% | 7,023 | $830K |
| Summit Financial, LLC | 0.02% | New | 6,950 | $821K |
| Rockland Trust Co. | 0.04% | Add +3.1% | 6,848 | $809K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +18.2% | 6,804 | $804K |
| Camarda Financial Advisors, LLC | 0.36% | Add +19.3% | 6,794 | $803K |
| Stonebridge Financial Group, LLC | 0.08% | Add +0.1% | 6,679 | $789K |
| Choreo, LLC | 0.01% | Reduce -10.5% | 6,667 | $788K |
| Retirement Income Solutions, Inc. | 0.16% | Reduce -21.1% | 6,612 | $781K |
| Peak Asset Management, LLC | 0.15% | Reduce -29.6% | 6,593 | $779K |
| Principal Securities, Inc. | 0.02% | No change | 6,712 | $776K |
| Summa Corp. | 0.44% | No change | 6,370 | $753K |
| Blair William & Co. | 0.00% | Add +19.2% | 6,118 | $723K |
| Cornerstone Wealth Group, LLC | 0.06% | Reduce -5.5% | 6,087 | $719K |
| Pacific Financial Group Inc. | 0.58% | Reduce -19.1% | 6,062 | $716K |
| Valmark Advisers, Inc. | 0.01% | Add +15.1% | 6,037 | $713K |
| Martin Capital Partners, LLC | 0.85% | Reduce -2.7% | 6,038 | $713K |
| Ethos Financial Group, LLC | 0.07% | No change | 6,135 | $709K |
| RFG Advisory, LLC | 0.02% | Add +192.8% | 5,983 | $707K |
| XTX Topco Ltd | 0.03% | New | 5,714 | $675K |
| Blue Edge Capital, LLC | 0.11% | Add +10.6% | 5,705 | $674K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 5,701 | $673K |
| StoneX Group Inc. | 0.04% | Add +81.6% | 5,668 | $670K |
| Charles Schwab Trust Co | 0.06% | Add +79.7% | 5,593 | $661K |
| Banque Pictet & Cie SA | 0.01% | No change | 5,570 | $658K |
| Fiduciary Alliance LLC | 0.06% | Add +33.4% | 5,546 | $655K |
| Core Wealth Partners LLC | 0.38% | Add +14.0% | 5,473 | $647K |
| WNY Asset Management, LLC | 0.08% | Add +121.9% | 5,433 | $642K |
| Vicus Capital | 0.06% | Add +4.9% | 5,404 | $638K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -7.3% | 5,389 | $637K |
| Noble Family Wealth, LLC | 0.17% | Reduce -10.2% | 5,309 | $627K |
| Argus Investors' Counsel, Inc. | 0.47% | No change | 5,267 | $622K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.5% | 5,242 | $619K |
| Principle Wealth Partners LLC | 0.04% | Reduce -13.3% | 5,229 | $618K |
| Voya Financial Advisors, Inc. | 0.07% | Add +40.0% | 5,211 | $615K |
| Mutual Advisors, LLC | 0.02% | New | 5,151 | $610K |
| BSW Wealth Partners | 0.09% | Reduce -40.6% | 5,129 | $606K |
| Argent Advisors, Inc. | 0.20% | Add +0.3% | 5,089 | $601K |
| BNP Paribas Financial Markets | 0.00% | Add +18.5% | 5,038 | $595K |
| Rede Wealth, LLC | 0.21% | Reduce -12.3% | 4,960 | $586K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +27.5% | 4,957 | $586K |
| Founders Financial Securities LLC | 0.05% | New | 4,902 | $583K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1441.6% | 4,933 | $582K |
| Stephens Group Asset Management, LLC | 0.05% | No change | 4,921 | $581K |
| Iams Wealth Management, LLC | 0.27% | Reduce -5.7% | 4,908 | $580K |
| High Probability Advisors, LLC | 0.10% | Reduce -41.7% | 4,890 | $578K |
| Cooper Financial Group | 0.08% | Add +14.7% | 4,877 | $576K |
| Cadence Bank | 0.04% | No change | 4,858 | $574K |
| Sovran Advisors, LLC | 0.07% | Add +0.7% | 4,803 | $567K |
| CVA Family Office, LLC | 0.09% | Add +21.9% | 4,796 | $567K |
| Guerra Pan Advisors, LLC | 0.43% | No change | 4,669 | $552K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 4,629 | $547K |
| Element Wealth, LLC | 0.29% | Reduce -0.0% | 4,612 | $545K |
| Cambiar Investors LLC | 0.02% | New | 4,586 | $542K |
| Northwest Wealth Management, LLC | 0.11% | Reduce -6.7% | 4,521 | $534K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -8.6% | 4,590 | $534K |
| Carnegie Investment Counsel | 0.01% | Add +0.7% | 4,509 | $533K |
| RMR Wealth Builders | 0.06% | No change | 4,500 | $532K |
| Obsido Oy | 0.45% | Add +4.7% | 4,412 | $521K |
| DHK Financial Advisors, Inc. | 0.29% | Add +100.0% | 4,400 | $520K |
| Marex Group Ltd | 0.01% | Reduce -4.3% | 4,346 | $513K |
| Deutsche Bank AG | 0.00% | Reduce -1.1% | 4,295 | $507K |
| Caprock Group, LLC | 0.02% | New | 4,289 | $507K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.8% | 4,241 | $501K |
| PFG Investments, LLC | 0.03% | Add +7.5% | 4,193 | $495K |
| GTS Securities LLC | 0.02% | Add +9.5% | 4,162 | $492K |
| Patten Group, Inc. | 0.11% | Add +13.9% | 4,133 | $488K |
| Sachem Hill LLC | 0.10% | Reduce -2.8% | 4,120 | $487K |
| Bailard, Inc. | 0.01% | New | 4,115 | $486K |
| Omega Financial Group, LLC | 0.19% | No change | 4,082 | $482K |
| Channel Wealth LLC | 0.15% | Reduce -0.6% | 4,082 | $482K |
| New Century Financial Group, LLC | 0.55% | Reduce -38.4% | 4,040 | $477K |
| Kathleen S. Wright Associates Inc. | 0.20% | No change | 4,030 | $476K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +15.7% | 4,007 | $473K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -10.0% | 3,999 | $472K |
| Private Trust Co. NA | 0.05% | Add +50.0% | 3,951 | $467K |
| Financial Counselors Inc. | 0.01% | New | 3,892 | $460K |
| Israel Discount Bank of New York | 0.35% | Reduce -29.9% | 3,861 | $456K |
| Stanley-Laman Group, Ltd. | 0.07% | Add +1.4% | 3,802 | $449K |
| Bigelow Investment Advisors, LLC | 0.21% | Add +5.2% | 3,794 | $448K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -60.9% | 3,770 | $445K |
| Tsfg, LLC | 0.09% | Reduce -2.6% | 3,753 | $443K |
| Maxele Advisors, LLC | 0.43% | Reduce -2.9% | 3,729 | $440K |
| West Paces Advisors Inc. | 0.10% | Add +10.5% | 3,687 | $436K |
| Argyle Capital Partners, LLC | 0.37% | Add +57.4% | 3,686 | $435K |
| Ieq Capital, LLC | 0.00% | New | 3,635 | $429K |
| PrairieView Partners, LLC | 0.04% | Add +4.0% | 3,609 | $426K |
| Southeast Asset Advisors, LLC | 0.05% | Add +0.6% | 3,599 | $425K |
| Napa Wealth Management | 0.24% | Reduce -15.1% | 3,594 | $425K |
| Savant Capital, LLC | 0.00% | Reduce -10.5% | 3,565 | $421K |
| NDWM LLC | 0.40% | New | 3,492 | $413K |
| Roberts Financial Services LLC | 0.08% | Add +0.9% | 3,486 | $412K |
| Aspiriant, LLC | 0.01% | New | 3,455 | $408K |
| Roble, Belko & Company, Inc | 0.06% | No change | 3,429 | $405K |
| L.M. Kohn & Company | 0.11% | Reduce -11.9% | 3,419 | $404K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +19.1% | 3,410 | $403K |
| First United Bank & Trust | 0.15% | Reduce -14.8% | 3,396 | $401K |
| NBT Bank, N.A. | 0.03% | Reduce -62.0% | 3,350 | $396K |
| Members Trust Co | 0.01% | No change | 3,339 | $394K |
| Fairvoy Private Wealth, LLC | 0.11% | New | 3,329 | $393K |
| Robinswood Financial LLC | 0.14% | Add +11.0% | 3,313 | $391K |
| Belpointe Asset Management LLC | 0.02% | Reduce -93.0% | 3,313 | $391K |
| MMBG Investment Advisors Co. | 0.04% | Add +652.3% | 3,310 | $391K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -1.5% | 3,281 | $388K |
| Crumly & Associates Inc. | 0.11% | No change | 3,265 | $386K |
| Legacy PCG, LLC | 0.27% | Reduce -3.8% | 3,264 | $386K |
| Forte Asset Management LLC | 0.19% | No change | 3,250 | $384K |
| Aries Wealth Management | 0.10% | No change | 3,238 | $383K |
| Altfest L J & Co. Inc. | 0.05% | Reduce -38.7% | 3,229 | $381K |
| Alhambra Investment Management LLC | 0.20% | No change | 3,222 | $381K |
| Phoenix Financial Ltd. | 0.01% | Reduce -12.5% | 3,219 | $380K |
| Defined Financial Planning LLC | 0.38% | New | 3,144 | $371K |
| Potomac Fund Management Inc. | 0.16% | Reduce -10.1% | 3,133 | $370K |
| Sigma Planning Corp | 0.01% | Add +1.9% | 3,125 | $369K |
| Genesis Wealth Advisors, LLC | 0.30% | No change | 3,120 | $369K |
| TRUE Private Wealth Advisors | 0.04% | Add +22.7% | 3,088 | $365K |
| WestHill Financial Advisors, Inc. | 0.08% | Add +5.1% | 3,054 | $361K |
| Cibc World Market Inc. | 0.00% | Reduce -47.8% | 3,050 | $360K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -14.7% | 3,019 | $357K |
| Capstone Wealth Management, LLC | 0.35% | Add +0.4% | 3,012 | $356K |
| Legacy Capital Group California, Inc. | 0.12% | Add +30.6% | 3,008 | $355K |
| Petra Financial Advisors Inc. | 0.29% | Reduce -0.1% | 3,001 | $355K |
| Mechanics Bank Trust Department | 0.05% | No change | 3,000 | $354K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,995 | $354K |
| Boston Family Office LLC | 0.02% | Add +21.6% | 2,934 | $347K |
| Caldwell Sutter Capital, Inc. | 0.16% | Add +5.1% | 2,906 | $343K |
| Kathmere Capital Management, LLC | 0.03% | New | 2,880 | $340K |
| Surience Private Wealth LLC | 0.58% | Reduce -88.8% | 2,833 | $335K |
| Unconventional Investor, LLC | 0.20% | Add +0.1% | 2,792 | $330K |
| Fisher Asset Management | 0.00% | New | 2,732 | $323K |
| Bfsg, LLC | 0.04% | Reduce -26.9% | 2,724 | $322K |
| City Center Advisors, LLC | 0.38% | Add +11.9% | 2,719 | $321K |
| Valley Wealth Managers, Inc. | 0.02% | Reduce -2.7% | 2,711 | $320K |
| Armstrong, Fleming & Moore, Inc | 0.38% | New | 2,669 | $315K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.0% | 2,664 | $315K |
| Mather Group, Llc. | 0.00% | Reduce -39.0% | 2,648 | $313K |
| Fiducient Advisors LLC | 0.04% | No change | 2,626 | $310K |
| Value Partners Investments Inc. | 0.03% | No change | 2,605 | $308K |
| Adams Wealth Management | 0.06% | Reduce -7.8% | 2,597 | $307K |
| CacheTech Inc. | 0.06% | Reduce -7.8% | 2,597 | $307K |
| Creative Financial Designs Inc. | 0.02% | Reduce -5.7% | 2,583 | $305K |
| Ssa Swiss Advisors AG | 0.16% | — | 2,570 | $304K |
| Busey Bank | 0.01% | No change | 2,565 | $303K |
| Park Place Capital Corp | 0.08% | Reduce -13.2% | 2,522 | $298K |
| Pasadena Private Wealth, LLC | 0.06% | New | 2,522 | $298K |
| Rossby Financial, LCC | 0.13% | Reduce -2.5% | 2,487 | $295K |
| Frederick Financial Consultants, LLC | 0.21% | Reduce -2.5% | 2,494 | $295K |
| Perennial Investment Advisors, LLC | 0.03% | Add +43.8% | 2,489 | $294K |
| Bellecapital International Ltd. | 0.06% | No change | 2,466 | $291K |
| Davidson Trust Co. | 0.14% | No change | 2,457 | $290K |
| NorthRock Partners, LLC | 0.01% | Reduce -56.2% | 2,445 | $289K |
| Avalon Capital Management | 0.08% | New | 2,427 | $287K |
| Advance Capital Management, Inc. | 0.01% | New | 2,411 | $285K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -6.8% | 2,409 | $285K |
| Woodward Diversified Capital, LLC | 0.20% | Add +7.3% | 2,382 | $281K |
| United Asset Strategies, Inc. | 0.03% | New | 2,332 | $275K |
| Duncan Williams Asset Management, LLC | 0.10% | Reduce -3.5% | 2,329 | $275K |
| Chemistry Wealth Management LLC | 0.06% | No change | 2,323 | $274K |
| Kovack Advisors, Inc. | 0.03% | Add +1.6% | 2,296 | $271K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 2,295 | $271K |
| Western Wealth Management, LLC | 0.02% | Reduce -34.6% | 2,280 | $269K |
| Westfuller Advisors, LLC | 0.18% | Add +0.5% | 2,242 | $265K |
| Dana Investment Advisors, Inc. | 0.01% | New | 2,224 | $263K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +17.9% | 2,204 | $260K |
| Two Sigma Securities, LLC | 0.04% | Reduce -89.0% | 2,182 | $258K |
| SouthState Bank Corp | 0.01% | New | 2,175 | $257K |
| Wolverine Trading, LLC | 0.01% | Add +9.1% | 2,150 | $254K |
| JGP Wealth Management, LLC | 0.03% | New | 2,121 | $251K |
| Quotient Wealth Partners, LLC | 0.01% | New | 2,105 | $249K |
| My Personal CFO, LLC | 0.12% | No change | 2,096 | $248K |
| Insigneo Advisory Services, LLC | 0.03% | Add +6.0% | 2,093 | $247K |
| Flagstone Financial Management | 0.08% | No change | 2,085 | $246K |
| King Wealth Management Group | 0.04% | Add +2.1% | 2,079 | $246K |
| Flagstar Securities, Inc. | 0.06% | Add +0.4% | 2,074 | $245K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -30.0% | 2,072 | $245K |
| Napatree Capital LLC | 0.14% | No change | 2,068 | $244K |
| Brighton Jones LLC | 0.01% | Reduce -8.3% | 2,059 | $243K |
| Empower Advisory Group, LLC | 0.00% | Reduce -15.3% | 2,058 | $243K |
| Tiaa Trust, National Association | 0.00% | No change | 2,048 | $242K |
| Tobias Financial Advisors, Inc. | 0.05% | No change | 2,037 | $241K |
| Goldstone Financial Group, LLC | 0.04% | Reduce -20.7% | 2,022 | $239K |
| FineMark National Bank & Trust | 0.01% | New | 2,020 | $239K |
| Dakota Wealth Management | 0.01% | Add +4.0% | 2,008 | $237K |
| Acas, LLC | 0.18% | No change | 1,986 | $236K |
| HUB Investment Partners, LLC | 0.01% | Reduce -12.4% | 1,970 | $233K |
| Wealthquest Corp | 0.02% | New | 1,969 | $233K |
| AIFG Consultants Ltd. | 0.38% | New | 1,964 | $232K |
| Dopkins Wealth Management, LLC | 0.12% | New | 1,943 | $230K |
| Arkansas Financial Group, Inc. | 0.04% | New | 1,926 | $226K |
| Ledyard National Bank | 0.02% | No change | 1,913 | $226K |
| Modera Wealth Management, LLC | 0.00% | Add +4.4% | 1,901 | $225K |
| Brightwater Advisory LLC | 0.18% | New | 1,885 | $223K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -53.4% | 1,879 | $221K |
| Bensler, LLC | 0.03% | Add +6.7% | 1,874 | $221K |
| Interactive Financial Advisors, Inc. | 0.12% | Reduce -1.8% | 1,863 | $220K |
| DT Investment Partners, LLC | 0.02% | Add +53.6% | 1,863 | $220K |
| KDK Private Wealth Management, LLC | 0.25% | Reduce -3.0% | 1,876 | $219K |
| Forefront Analytics, LLC | 0.25% | Reduce -92.2% | 1,851 | $219K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,836 | $217K |
| Kelly Financial Services LLC | 0.08% | Reduce -8.8% | 1,832 | $216K |
| Greenspring Advisors, LLC | 0.05% | No change | 1,823 | $215K |
| Squarepoint Ops LLC | 0.00% | New | 1,798 | $212K |
| My Legacy Advisors, LLC | 0.08% | Reduce -39.0% | 1,774 | $210K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 1,765 | $209K |
| Centaurus Financial, Inc. | 0.01% | Add +8.4% | 1,761 | $208K |
| Evercore Wealth Management, LLC | 0.00% | No change | 1,760 | $208K |
| Pathstone Holdings, LLC | 0.00% | Reduce -64.3% | 1,757 | $208K |
| HBK Sorce Advisory LLC | 0.01% | No change | 1,756 | $207K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -9.4% | 1,755 | $207K |
| Renasant Bank | 0.14% | Reduce -9.9% | 1,752 | $207K |
| Certuity, LLC | 0.02% | Reduce -18.1% | 1,745 | $206K |
| Global View Capital Management LLC | 0.07% | Reduce -87.2% | 1,741 | $206K |
| Novem Group | 0.03% | New | 1,738 | $205K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -90.2% | 1,734 | $205K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,727 | $204K |
| JCIC Asset Management Inc. | 0.08% | New | 1,715 | $203K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.03% | New | 1,712 | $202K |
| Colton Groome Financial Advisors, LLC | 0.08% | New | 1,691 | $202K |
| Stelac Advisory Services LLC | 0.08% | Reduce -58.0% | 1,639 | $194K |
| Wolff Wiese Magana LLC | 0.13% | No change | 1,578 | $186K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -98.8% | 1,530 | $181K |
| Investors Research Corp | 0.04% | Add +0.3% | 1,510 | $178K |
| Ridgewood Investments LLC | 0.08% | No change | 1,497 | $177K |
| Logan Capital Management Inc. | 0.01% | Add +3.5% | 1,489 | $176K |
| Evelyn Partners Asset Management Ltd | 0.05% | Reduce -37.4% | 1,427 | $169K |
| Headlands Technologies LLC | 0.02% | New | 1,423 | $168K |
| Eastern Bank | 0.00% | Reduce -4.1% | 1,274 | $151K |
| Capital Analysts, LLC | 0.01% | Reduce -24.9% | 1,258 | $149K |
| Cornerstone Planning Group LLC | 0.04% | Add +1213.7% | 1,248 | $147K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.0% | 1,241 | $147K |
| CNB Bank | 0.07% | No change | 1,113 | $131K |
| Banque Cantonale Vaudoise | 0.01% | — | 1,087 | $128K |
| Montag A & Associates Inc. | 0.01% | Add +185.5% | 1,042 | $123K |
| Morton Brown Family Wealth, LLC | 0.04% | Reduce -45.3% | 994 | $117K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 988 | $117K |
| Private Wealth Asset Management, LLC | 0.02% | — | 925 | $109K |
| Cutler Capital Management, LLC | 0.05% | New | 902 | $107K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 886 | $105K |
| Wayfinding Financial, LLC | 0.04% | New | 857 | $101K |
| LFA - Lugano Financial Advisors SA | 0.07% | Reduce -9.1% | 835 | $99K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -99.7% | 822 | $97K |
| 1620 Investment Advisors, Inc. | 0.08% | Add +12.1% | 816 | $96K |
| Runnymede Capital Advisors, Inc. | 0.09% | Add +0.4% | 768 | $91K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 712 | $84K |
| MCF Advisors LLC | 0.01% | No change | 704 | $83K |
| Clearstead Trust, LLC | 0.02% | No change | 701 | $83K |
| GHP Investment Advisors, Inc. | 0.00% | New | 698 | $82K |
| Elevate Wealth Advisory, Inc. | 0.06% | No change | 698 | $82K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -39.6% | 682 | $81K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $77K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 640 | $76K |
| Bristlecone Advisors, LLC | 0.01% | Add +0.5% | 628 | $74K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.3% | 581 | $69K |
| Kiker Wealth Management, LLC | 0.05% | Add +6.6% | 568 | $67K |
| Family Manage LLC | 0.01% | No change | 565 | $67K |
| Gen-Wealth Partners Inc | 0.03% | Add +0.9% | 554 | $65K |
| Keystone Global Partners, LLC | 0.05% | — | 548 | $65K |
| Trivant Custom Portfolio Group, LLC | 0.03% | Add +389.2% | 499 | $59K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 477 | $56K |
| Parallel Advisors, LLC | 0.00% | Reduce -59.5% | 435 | $51K |
| TCTC Holdings, LLC | 0.00% | No change | 429 | $51K |
| Northwest Capital Management Inc | 0.02% | No change | 401 | $47K |
| CoreCap Advisors, LLC | 0.00% | Add +3.7% | 391 | $46K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +354.2% | 377 | $45K |
| Nemes Rush Group LLC | 0.01% | Add +0.5% | 372 | $44K |
| Blue Trust, Inc. | 0.00% | No change | 370 | $44K |
| WealthShield Partners, LLC | 0.01% | Reduce -9.3% | 360 | $43K |
| Rothschild Investment LLC | 0.00% | Add +3.8% | 354 | $42K |
| Webster Bank, N. A. | 0.00% | Add +458.3% | 335 | $40K |
| Lanark Financial, Inc. | 0.00% | — | 329 | $38K |
| Crews Bank & Trust | 0.01% | Add +487.0% | 317 | $37K |
| Smallwood Wealth Investment Management, LLC | 0.02% | New | 307 | $36K |
| Coston, McIsaac & Partners | 0.01% | No change | 309 | $36K |
| Fourth Dimension Wealth, LLC | 0.02% | Reduce -21.1% | 303 | $36K |
| Smartleaf Asset Management LLC | 0.00% | Add +9.2% | 273 | $32K |
| Arax Advisory Partners | 0.00% | Reduce -97.2% | 233 | $28K |
| Richardson Financial Services Inc. | 0.02% | No change | 230 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 225 | $27K |
| PSI Advisors, LLC | 0.01% | Reduce -33.2% | 223 | $26K |
| Tortoise Investment Management, LLC | 0.00% | No change | 220 | $26K |
| 2UniFi Bank | 0.02% | Reduce -61.0% | 215 | $25K |
| Hexagon Capital Partners LLC | 0.00% | No change | 214 | $25K |
| Capital Investment Counsel, Inc | 0.00% | No change | 204 | $24K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $24K |
| CENTRAL TRUST Co | 0.00% | New | 199 | $24K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 196 | $23K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 195 | $23K |
| Rosenberg Matthew Hamilton | 0.01% | Add +15.0% | 176 | $21K |
| Ancora Advisors LLC | 0.00% | No change | 175 | $21K |
| Synergy Investment Management, LLC | 0.01% | Add +126.4% | 163 | $19K |
| Hanson & Doremus Investment Management | 0.00% | New | 165 | $19K |
| Tompkins Financial Corp. | 0.00% | No change | 157 | $19K |
| Hara Capital LLC | 0.01% | No change | 156 | $18K |
| Breakwater Investment Management | 0.01% | No change | 152 | $18K |
| Financial Management Professionals, Inc. | 0.00% | No change | 151 | $18K |
| Continuum Advisory, LLC | 0.00% | Reduce -33.8% | 143 | $17K |
| WPG Advisers, LLC | 0.02% | No change | 142 | $17K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +89.0% | 138 | $16K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 136 | $16K |
| Granite FO LLC | 0.01% | No change | 133 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 131 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 130 | $15K |
| Godsey & Gibb, Inc. | 0.00% | New | 128 | $15K |
| Caldwell Trust Co | 0.00% | Add +45.5% | 128 | $15K |
| First PREMIER Bank | 0.00% | No change | 123 | $15K |
| Copia Wealth Management | 0.01% | No change | 105 | $12K |
| Beacon Capital Management, LLC | 0.00% | Add +1980.0% | 104 | $12K |
| Mascoma Wealth Management LLC | 0.00% | New | 102 | $12K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 102 | $12K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -16.4% | 102 | $12K |
| Park Square Financial Group, LLC | 0.01% | No change | 100 | $12K |
| EPG Wealth Management LLC | 0.00% | Reduce -43.8% | 99 | $12K |
| Avion Wealth | 0.00% | No change | 102 | $11K |
| Van Eck Associates Corp. | 0.00% | No change | 92 | $11K |
| Barrett & Company, Inc. | 0.00% | Reduce -58.2% | 89 | $11K |
| Briaud Financial Planning Inc | 0.00% | No change | 89 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 81 | $10K |
| Winthrop Capital Management, LLC | 0.00% | No change | 73 | $9K |
| LRI Investments, LLC | 0.00% | New | 74 | $9K |
| SJS Investment Consulting Inc. | 0.00% | New | 72 | $9K |
| Anderson Financial Strategies, LLC | 0.00% | Reduce -99.9% | 68 | $8K |
| NewSquare Capital LLC | 0.00% | New | 66 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +81.8% | 60 | $7K |
| AdvisorNet Financial, Inc | 0.00% | New | 58 | $7K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 57 | $7K |
| GAMMA Investing LLC | 0.00% | No change | 55 | $6K |
| Lindbrook Capital, LLC | 0.00% | New | 51 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 50 | $6K |
| Sandy Spring Bank | 0.00% | No change | 49 | $6K |
| Bank of New Hampshire | 0.00% | No change | 45 | $5K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 40 | $5K |
| Townsend Asset Management Corp. /NC/ | 0.00% | New | 35 | $4K |
| Archer Investment Corp | 0.00% | No change | 34 | $4K |
| Lord & Richards Wealth Management, LLC | 0.00% | New | 33 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -11.1% | 32 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 32 | $4K |
| Tucker Asset Management LLC | 0.00% | Reduce -59.1% | 27 | $3K |
| Smithfield Trust Co | 0.00% | No change | 22 | $3K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 25 | $3K |
| AlphaCore Capital LLC | 0.00% | New | 21 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 19 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 18 | $2K |
| IMG Wealth Management, Inc. | 0.00% | No change | 18 | $2K |
| Howe & Rusling Inc. | 0.00% | Reduce -88.8% | 14 | $2K |
| Integrity Financial Corp | 0.00% | No change | 13 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 12 | $1K |
| Spurstone Advisory Services, LLC | 0.02% | New | 8 | $945 |
| Ameriflex Group, Inc. | 0.00% | Reduce -77.4% | 7 | $827 |
| Sunbelt Securities, Inc. | 0.00% | No change | 5 | $638 |
| Independence Bank of Kentucky | 0.00% | No change | 3 | $354 |
| Key Financial Inc | 0.00% | No change | 3 | $354 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $237 |
"% of holder's portfolio" is IEI's weight in each manager's 13F, not the share of iShares 3-7 Year Treasury Bo the manager owns.